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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,222 | $85,766-74.1% | $136,298-83.7% | $70,126-68.3% |
| Participation rate | 51.4% | 74.2%-22.7pp | 81.9%-30.5pp | 69.5%-18.1pp |
| Annual return | 14.06% | 31.46%-17.4pp | 5156.27%-5142.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $659 | $2,966-77.8% | $4,696-86.0% | $2,343-71.9% |
| Participant deferral / active EE | $1,576 | $5,051-68.8% | $6,247-74.8% | $3,332-52.7% |
| Admin fee / account holder | $4,394 | $5,421-18.9% | $9,244-52.5% | $4,645-5.4% |